Anshu Agarwal
Siliguri
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
Work History
Portfolio Management Intern
BMC Advisors Pvt.Ltd
Kolkata
02.2024 - 11.2024
- Evaluated financial performance of portfolio investments and provided data-driven insights to senior management.
- Maintained accurate records of all transactions related to portfolio management activities.
- Developed comprehensive models for forecasting future returns on investments.
- Research analysis on various sectors and stocks.
- Work on various research reports.
- Fundamental and technical analysis on various stocks and sectors.
- Able to solve problems both qualitatively and quantitatively.
Articled Assistant
Span & Associates
Kolkata
03.2022 - 09.2022
- Entrusted with assignment of bill verification of a PSU.
- Recommended changes in Internal Control.
- Prepared Internal and Statutory Audit Reports in accordance with SAs.
- Audited day to day auditing with forex transaction.
- Performed physical verification of the assets of various entities.
- Responsible for loan appraisal.
- Prepared monthly & quarterly audit reports of bank.
Education
Cost Accountant -
Institute of Cost &Management Accountants of India
12-2023
B.com(Honours) -
Siliguri College of Commerce
04-2020
Skills
- Financial analysis
- Investment forecasting
- Portfolio evaluation
- Derivatives trading
- Capital market analysis
- Hedge fund operations
- Proficient in using MS office, Tally ERP9,MS power point
Affiliations
- Won "Man of the match" award in Surendra Agarwal Memorial Cricket tournament in Class 11th.
- Won "Gold Medal" in All India Hindi Olympiad in class 10th.
- Represented Air force school at Zonal quiz competition in 2016.
Timeline
Portfolio Management Intern
BMC Advisors Pvt.Ltd
02.2024 - 11.2024
Articled Assistant
Span & Associates
03.2022 - 09.2022
Cost Accountant -
Institute of Cost &Management Accountants of India
B.com(Honours) -
Siliguri College of Commerce
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